Andrew Howell - Estate Plans That Transcend Generations

Estate Plans that Transcend Generations with Andrew Howell

Do you want to leave a legacy with an estate plan that transfers wealth and empowers the next generation? Find someone who is helping others do it successfully.  And that means tailoring a customized, bespoke plan specifically to your family.  Today we’re talking with highly recognized estate planning attorney, Andrew Howell, about the principles and wisdom he’s distilled from working with ultra-high net worth families and business owners.  

So if you want to know how to entrust wealth to future generations, provide for unity in the family, and leave a legacy of wisdom and opportunity so you can create an estate plan that transcends generations, tune in now!

In this episode about estate planning to bridge generations, you’ll discover:

  • Why traditional estate planning fails at increasing family wealth and promoting character development.
  • How the core of the Entrusted model of estate planning is about meaningful relationships.
  • How to transfer wealth in a way that incentivizes work and stewardship instead of producing entitlement.
  • The top 3 eroding effects on generational wealth.
  • Why traditional estate planning that divides assets limits your family’s ability to make an impact.
  • Why leaving your money to charity creates a lost opportunity for your family.
  • How to set up your family wealth as a bank to create opportunity, entrepreneurship, and accountability.
  • Why the first priority to leaving a legacy is to know who you are as individuals and a family.

About Andrew Howell 

Andrew L. Howell is a Co-Founder of the Salt Lake City law firm York Howell & Guymon. His focus is on estate planning, asset protection planning, probate and estate administration, charitable giving, sophisticated business structuring and transactions, and tax planning. Additionally, he is passionate about, and regularly assists clients with, family legacy planning, stock and asset sales and purchases, buy-sell and shareholder agreements, and business buy-out and business succession planning. Mr. Howell’s practice has a specific focus on ultra-high net worth families and business owners.

Mr. Howell is a leader at the forefront of responding to the industry-wide shift in estate planning resulting from client demand for a more holistic approach to wealth transfer. He assists his ultra- high net worth clientele in creating dynamic estate plans, focusing on what they can do to increase harmony and purpose in their planning. Mr. Howell is the co-author of Entrusted: Building a Legacy That Lasts, which features seven core disciplines of successful wealth transfer of high-net-worth families going back hundreds of years, as well as Riveted: 44 Values That Change the World.

Andrew Howell is routinely recognized as a Mountain States Top Lawyer and was credited by Salt Lake Magazine as a Rising Star on the Mountain States Super Lawyers List in 2010, 2015, 2016, 2017, 2018, and 2019. Utah Business Magazine named him among Utah Legal Elite in 2011 through 2016. Mr. Howell is recommended as one of the Top 100 Lawyers in Utah by The National Advocates.

York Howell & Guymon was celebrated as one of Utah’s Fast 50: Emerging 8 companies in 2016 and is ranked #1,073 on Inc. 5000’s Fastest Growing Companies in America. During Mr. Howell’s five years as Managing Partner, the Firm has grown from three lawyers to sixteen and now employs thirty-five people.

Find Out More About Andrew Howell

Learn more about how you can improve your results with entrusting wealth to future generations.

Discover more about Andrew Howell and the Entrusted planning process, or contact them directly at teamandrew@yorkhowell.com.

Take the Next Step

Do you want to use Privatized Banking, alternative investments, or cash flow strategies to coordinate your finances so that everything works together to improve your life today, accelerate time and money freedom, and leave the greatest legacy? We would love to help you.  

Book an Introductory Call with our team today https://themoneyadvantage.com/calendar/.

By the way, to find out more about how Privatized Banking gives you the most safety, liquidity, and growth  … plus gives you the ability to have your money do 2 things at the same time, boosting your investment returns. Additionally, it’s also the most effective wealth transfer tool because it buys net worth and guarantees a legacy to provide for your loved ones. This allows them to fulfill everything you’d dreamed of doing with them, and give them the financial foundation to flourish, no matter when you “graduate.”  

Go to https://privatizedbankingsecrets.com/freeguide to learn more.

Thanks for Tuning In!

Thanks so much for being with us this week. Have some feedback you’d like to share? Please leave a note in the comments section below!

Don’t forget to subscribe to the show to get automatic episode updates for The Money Advantage podcast!

And, finally, please take a minute to leave us an honest review and rating on Apple Podcasts. They really help us out when it comes to the ranking of the show, and I make it a point to read every single one of the reviews we get.

Thanks for listening!

Rachel Marshall

Rachel Marshall

Rachel Marshall is the Co-Founder and Chief Financial Educator of The Money Advantage. She is known for making money simple, fun, and doable. Rachel helps her clients create time and money freedom with cash flow strategies, Privatized Banking, and alternative investments. Rachel is the co-host of The Money Advantage podcast, the popular business and personal finance show. She teaches how to keep more of the money you make, protect it, and turn it into cash-flowing assets.
Estate Planning for Everyone, with Andy Weinhaus

Estate Planning for Everyone, with Andrew Weinhaus

By Rachel Marshall | September 28, 2020

Today, we’re talking with Andrew Weinhaus about why you need an estate plan.  He’s an attorney who has worked in estate planning for 30 years. That means he knows it like the back of his hand. So, you get the tremendous value of hearing about estate planning in a way that’s relatable, plain and simple!…

Read More
Building Family Wealth, with Jon and Missy Butcher

Building Family Wealth, with Jon and Missy Butcher

By Rachel Marshall | September 21, 2020

Do you want extraordinary relationships with your kids?  Are you longing to build a family that’s strong and enduring, living life on purpose? Building family wealth is so much more than being a family with a lot of money. So, if you aspire to do the most for your family, start with the building blocks.…

Read More

Leave a Comment




This site uses Akismet to reduce spam. Learn how your comment data is processed.